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Insurance Relief

Insurance Relief

via Phenompeople

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Personal Lines Account Manager - Hybrid - Costa Mesa, CA

Rossmoor, California
Temporary
Posted 2/17/2026
Direct Apply
Key Skills:
Client Relationship Management
Insurance Knowledge
System Proficiency (Applied Epic, Microsoft Office)

Compensation

Salary Range

$70K - 80K a year

Responsibilities

Manage client accounts, review insurance applications, and coordinate insurance services.

Requirements

3+ years in personal lines brokerage, active Property & Casualty License, proficiency in insurance systems and MS Office, strong communication skills.

Full Description

Personal Lines Account Manager, Middle Market Join a successful and growing insurance brokerage as a Personal Lines Account Manager. In this high-impact role, you will build strong client relationships, leveraging your technical proficiency and deep insurance knowledge to deliver best-in-class service. Thrive in a supportive, growth-oriented culture committed to your long-term success. The Rewards & Benefits: Annual salary ranging from $70,000 - $80,000 depending on your experience Optimal Hybrid schedule working out of an office near you for peak productivity and balance What You Bring to the Team: Market Leadership: Bring 3+ years of success in personal lines brokerage, ready to take ownership of complex, middle-market client accounts Market Knowledge: Demonstrate a strong technical command of insurance terminology, coverage, and products, backed by a clear understanding of agency operational excellence Certification: Active Property & Casualty License Client Advocacy: Exceptional ability to read, write, and communicate effectively, serving as a trusted advisor to clients System Proficiency: Fluent use of Applied Epic and the full Microsoft Office Suite (Excel, Word, PowerPoint) to ensure seamless workflow and execution The Position: Serve as the primary, professional point of contact for clients and producers, delivering prompt service and expert consultation on personal insurance needs. Meticulously review and process all insurance applications and compile critical data on policy changes to ensure accuracy and compliance. Coordinate and oversee the delivery of comprehensive insurance services, including evaluating coverages, determining pricing, developing proposals, and finalizing new business and renewals. Proactively collaborate with and provide necessary assistance to internal departments to ensure seamless client service and operational efficiency. Apply Now! Why Insurance Relief™? As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers and third-party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities. Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available. Compensation / Pay Rate (Up to): $70,000.00 - $80,000.00 Per Year

This job posting was last updated on 2/19/2026

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